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Where is the investment “sweet spot” in today’s global financial markets? The uneven global growth outlook means there are opportunities and risks for both credit and equity investors.
There are still good opportunities for yield and total return in the credit markets, but there has been a shift in where and how investors can find them.
We see opportunities for investors to capitalize on growth despite a subpar global economic outlook.
Given economic and market headwinds, investors should consider taking a more defensive and selective approach when evaluating current global investment opportunities.